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Micro Star International (2377 TT)
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77
Analysis
Information Technology
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Taiwan
Micro-Star International Co., Ltd. manufactures and markets motherboards and video graphic accelerate (VGA) cards. The Company exports its products to Europe, North America, and other Asian countries.
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bullish
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Elan Microelectronics
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27 Feb 2024 06:30
Elan Microelectronics: 50% YoY Growth Feasible for 2024E; Now a Pricey Consensus Long
Elan has guided for strong revenue growth and high margins, with potential in AI PCs and touch sensors, but may be overpriced for short-term gains.
Vincent Fernando, CFA
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277 Views
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bullish
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Taiwan Semiconductor (TSMC)
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07 Feb 2024 02:12
Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names Keep Flying
Taiwan AI names soar, ASE and Mediatek stumble; world's largest display driver maker predicts growth decline; TSMC and Samsung prioritize domestic...
Vincent Fernando, CFA
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381 Views
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bullish
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Quantitative Analysis
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21 Jan 2024 10:00
TWSE Foreign Holding Weekly (Jan 19th): TSMC, Quanta Computer, Delta Elec, Global Unichip, Hon Hai
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Quanta Computer, Delta Elec, Global...
Ke Yan, CFA, FRM
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520 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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17 Jan 2024 10:10
Taiwan Tech Weekly: TSMC Results; AI PC Market Site Visit; Alchip GDR Offering
TSMC's results tomorrow will attract increased attention following Taiwan's election. AI PCs appear in high demand in Taipei. Alchip Technologies'...
Vincent Fernando, CFA
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349 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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11 Jan 2024 13:15
Taiwan Tech Weekly: Dell Outperforms Taiwan PC Names; TSMC Results Coming After Taiwan Election
Taiwan PC names have gone from being top winners to top losers, while Nanya Tech underperformed compared to Micron and SK Hynix. Could Microsoft...
Vincent Fernando, CFA
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346 Views
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